Paradigm Strategies in Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Paradigm Strategies in Wealth Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Sell	2,664 -71	-3%	-$9.38K	0.22%	46
2026 Q1	$309K	Hold	2,735	–	–	0.21%	44
2025 Q4	$337K	Hold	2,735	–	–	0.22%	41
2025 Q3	$330K	Hold	2,735	–	–	0.21%	42
2025 Q2	$301K	Hold	2,735	–	–	0.2%	43
2025 Q1	$254K	Hold	2,735	–	–	0.17%	42
2024 Q4	$278K	Hold	2,735	–	–	0.18%	41
2024 Q3	$262K	Hold	2,735	–	–	0.16%	42
2024 Q2	$253K	Hold	2,735	–	–	0.16%	43
2024 Q1	$231K	Hold	2,735	–	–	0.14%	45
2023 Q4	$205K	Buy	+2,735	New	+$195K	0.14%	45
2023 Q3	–	Sell	-3,335	Closed	-$235K	–	46
2023 Q2	$235K	Hold	3,335	–	–	0.16%	40
2023 Q1	$213K	Buy	+3,335	New	+$204K	0.17%	40
2022 Q3	–	Sell	-3,335	Closed	-$201K	–	41
2022 Q2	$201K	Hold	3,335	–	–	0.22%	40
2022 Q1	$255K	Hold	3,335	–	–	0.27%	36
2021 Q4	$279K	Sell	3,335 -244	-7%	-$19.7K	0.28%	36
2021 Q3	$265K	Hold	3,579	–	–	0.25%	39
2021 Q2	$260K	Sell	3,579 -209	-6%	-$14.5K	0.23%	37
2021 Q1	$247K	Buy	+3,788	New	+$245K	0.24%	36

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IVW Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.6% in Q2 2026, selling an estimated $9.38K and leaving 2,664 shares worth $366K. The position accounts for 0.22% of the portfolio, ranked #46.

Paradigm Strategies in Wealth Management first reported a position in IVW in Q1 2021 and has held it in 19 quarters since. 770 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Paradigm Strategies in Wealth Management held 2,664 shares of iShares S&P 500 Growth ETF worth $366K as of Q2 2026.
Paradigm Strategies in Wealth Management sold 71 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $9.38K.
iShares S&P 500 Growth ETF made up 0.22% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #46 holding.
Paradigm Strategies in Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q1 2021 and has held it in 19 quarters since.
770 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.